5 hours

5 minutes

Tax Alpha turns hours of manual planning into minutes of analysis. You stay in control of every recommendation. Spend less time planning, more time advising.

Create a custom tax plan — even for complex scenarios — in minutes.

Upload a 1040 or 1120-S. Tax Alpha analyzes the full return and surfaces strategies across 100+ vetted approaches.

Roth conversion optimizationS-Corp entity optimizationReal estate depreciation strategyRetirement plan structuringexcess business loss/NOL planningEstate planningForeign earned income exclusion (FEIE)ESPP holding period optimization100+ Strategies

Run scenarios side by side

Test every strategy. Show your client the best one.

Strategy Mix

Savings

Effective Rate

Baseline plan

$12,400

24.1%

+ Retirement stack

$19,200

21.3%

+ Real estate + entity

$28,750

18.4%

Stack strategies. See the impact instantly.

See it in action

Watch how Tax Alpha works.

The Solution

From return to full tax plan in 4 minutes.

Workflow Step

Manual

Tax Alpha

Extract return data

45 min

Instant

Identify strategies

1–2 hrs

1 min

Calculate savings

30+ min

Built-in

Build proposal

1 hr

1 click

Deeper analysis. Fraction of the time.

AI you can put in front of clients.

Built for professionals who sign their name to the work.

No hallucinated numbers

Numbers run through a rule-based tax calculator, not a language model, so the math is reproducible.

Cited recommendations

Every AI suggestion points back to the line, form, or IRS worksheet that supports it.

You stay in control

AI makes suggestions, but nothing lands in a proposal until you've reviewed and approved it.

Beta Access Open

Get hours back.

Tax Alpha helps you turbocharge and scale your tax planning business.